SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in Schwab US Large- Cap ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 13 closing their positions.

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
5.2%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.75%
New
28
Increased
84
Reduced
66
Closed
13
Calls
$644K
Puts
$644K
Net Calls
–
Net Calls Change
+$202K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$54.2M
2
HP
2
HT Partners
Connecticut
$32.3M
3
CCA
3
Cobblestone Capital Advisors
New York
$43.2M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$51.1M
5
CMP
5
Courage Miller Partners
Virginia
$10.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$236M
2
FC
2
Financial Consulate
Maryland
$0
3
DWM
3
Destination Wealth Management
California
$4.67M
4
NA
4
Nottingham Advisors
New York
$409K
5
PMG
5
ProVise Management Group
Florida
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
76
Tortoise Investment Management
New York
$1.39M 28,060 -4,700 -14%
QI
77
QS Investors
New York
$1.39M 27,984 +27,984 New
PWM
78
Perigon Wealth Management
California
$1.37M 27,647 +380 +1%
LPL Financial
79
LPL Financial
California
$1.36M 27,549 +10,456 +61%
SSWM
80
Sheets Smith Wealth Management
North Carolina
$1.35M 27,204 +1,311 +5%
LWMT
81
Legacy Wealth Management (Tennessee)
Tennessee
$1.31M 26,345 -1,495 -5%
MAS
82
Madden Advisory Services
Florida
$1.28M 25,795 -230 -0.9%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.28M 25,784 -17,993 -41%
PC
84
Palo Capital
California
$1.26M 25,472 -11,390 -31%
SFA
85
Sequoia Financial Advisors
Ohio
$1.19M 24,010 +24,010 New
MCM
86
Mengis Capital Management
Oregon
$1.18M 23,877 +3,457 +17%
VNA
87
Valley National Advisers
Pennsylvania
$1.03M 20,858 +5,605 +37%
AIG
88
American International Group
New York
$1M 20,243 +2,382 +13%
Creative Planning
89
Creative Planning
Kansas
$983K 19,839 -53 -0.3%
LYV
90
Live Your Vision
Pennsylvania
$962K 19,402 -63,543 -77%
JPTCCM
91
J.P. Turner & Co Capital Management
Georgia
$929K 18,805 +2,670 +17%
BCM
92
BTR Capital Management
California
$904K 18,245 +600 +3%
IFS
93
Ifrah Financial Services
Arkansas
$855K 17,243 -7 -0%
SIA
94
Starfire Investment Advisers
Michigan
$831K 16,769 +16,769 New
SIC
95
Sigma Investment Counselors
Michigan
$767K 15,483 +1,618 +12%
PA
96
Pinnacle Associates
New York
$763K 15,395 +65 +0.4%
CCS
97
Crosspoint Capital Strategies
California
$757K 15,278 +8,718 +133%
Bank of America
98
Bank of America
North Carolina
$744K 15,008 -29,660 -66%
GGI
99
Godsey & Gibb Inc
Virginia
$697K 14,053 -1,702 -11%
HIC
100
Holderness Investments Company
North Carolina
$680K 13,719 +1,366 +11%
2 3
4
5 6